About Dawnmarie


Dawnmarie launched Personal Office Management in 2010 after enjoying a twenty-year banking career at several of the largest banking institutions in Chicago.

Dawnmarie leads and advocates our company’s philosophy of doing the best job possible for every client.  She manages our clients’ personal financial needs relying upon a flexible attitude, a strong financial background, and years of experience. Using her creativity and positive spirit, she is adept at problem-solving, relationship building and managing multiple priorities.

Dawnmarie graduated with a Bachelor of Arts Degree in American Studies from Rosary College and later completed a Master of Science Degree in Public Service at DePaul University.

In her spare time, she enjoys cooking, home improvement projects, exercise, travel, and attending theater and concerts.


About Monica

Before joining Personal Office Management, Inc., Monica worked for 19 years in Motorola's Finance Department. She held positions in numerous areas, including Financial Planning and Analysis, Financial Accounting & Reporting, Budgeting and Variance Analysis and Operations & Sales Support. 

Monica’s clients have wide-ranging financial management needs, and she enjoys applying her experience and her skills to fulfill those needs.

Monica received her Bachelor of Science in Finance from Elmhurst College.

In her free time, Monica enjoys live music, yoga, biking, traveling and spending time with family and friends.


About Diane

Diane joined the Personal Office Management Team in 2012. She has cultivated long-term relationships with our clients, providing superior service. Our clients rely on her to seamlessly manage the daily activities associated with their financial lives. Diane’s attention to detail, project management and caring spirit make her an invaluable asset.

Diane enjoyed a successful career beginning as a computer programmer at a Chicago-area bank. With an advanced degree, and fine-tuned technical skills she exceled at Arthur Anderson tackling a myriad of projects during her consulting career.

Client service was paramount at Andersen. Juggling multiple objectives and managing people and service was a great experience, preparing Diane for parenthood, volunteerism, and a career at Personal Office Management, Inc. 

Diane earned her Bachelor of Arts degree from Northwestern University in Computer Studies and Economics, and then earned her MBA from Northwestern University’s Kellogg Graduate School of Management in Finance and Policy.

As a parent of two grown sons that are now launched into the real world, Diane enjoys gardening, traveling, hiking, biking, and reading. She has spent time volunteering with JDRF, her church, the local school district, the Boy Scouts, and the high school marching band program.


About Joei

Joei joined the Personal Office Management Team in 2016. She has a pleasant and nurturing demeanor providing our clients with trust and confidence. Joei understands the importance to our clients of a well-organized financial picture where all matters are addressed and managed in a timely and efficient manner.

Prior to joining Personal Office Management, Inc., Joei’s career spanned over 30 years managing projects and relationships, assessing and meeting needs, troubleshooting problems and researching and presenting best practices. As a project manager, she took ownership of her client accounts, providing creative services for a myriad of jobs, and keeping it all organized while following detailed criteria. She has managed the financial aspects of a graphic design business and worked independently as a small business owner.

Joei earned her BS from UW-Madison in Family & Consumer Communications.

She has served on community boards for many years including the Northbrook Arts Commission. In her spare time she enjoys painting, playing piano, and walking/hiking; and she makes it to the Farmers’ Market whenever she can.


About Rob

Rob Spengler is a dedicated professional who finds immense fulfillment in collaborating with clients to achieve their goals. With an entrepreneurial background in small business, including two start-ups, Rob brings a wealth of practical experience to the table. Early in his career, he worked in personal and business banking establishing a firm financial foundation. He later gained experience in capital markets as an Investor Relations manager.

Rob earned a dual major in Management and Marketing from DePaul University, where he honed his skills in leadership, strategic planning, sales, and customer engagement.

Beyond his professional background, Rob cherishes quality time spent with his family, which includes two energetic kids. Rob finds solace in the outdoors and enjoys biking and hiking. Rob is also a passionate automotive enthusiast.


About Elizabeth (Becky)

Elizabeth rejoined the Personal Office Management Team in 2023. Elizabeth is an advocate for our clients, managing sometimes complex relationships and family dynamics. She excels at problem solving and finding the most efficient solutions for our clients’ needs.    

Elizabeth has worked in the areas of finance, development, education, and project management for over 30 years. Her experience supporting nonprofit entities and a family office lends itself to the Relationship Manager role. She has a deep understanding of the diverse requirements of a myriad of organizations. This background allows her to cater to the needs of each individual client.

Elizabeth earned both a B.A and a B.S from UIUC, a graduate certificate in Negotiation and Dispute Resolution from Creighton University, a Paralegal Certificate from College of DuPage, and a Divorce Mediation Certificate from Northwestern University. She has served on school, church, and not-for-profit governing boards, affording a systems perspective of organizations and personal finances.

In her free time, Elizabeth enjoys beekeeping, yoga, traveling, music, gardening, and spending time with family and friends.